Personal Lines Account Manager

LEI Cross Financial Corp; New Hampshire; Remote; USD 50,000 - 75,000; Full time

Job summary

LEI Cross Financial Corp is seeking a Personal Lines Account Manager for their New Hampshire location. The role demands expertise in servicing insurance policies and maintaining customer relations while adhering to company procedures. This full-time position offers an opportunity to engage with clients and ensure quality service in a dynamic insurance environment.

Qualifications

• Maintain Property & Casualty license with Continuing Education.
• Strong written, oral, and phone communication skills.

Responsibilities

• Servicing personal insurance products for clients.
• Establishing relationships with company personnel.
• Meeting annual sales goals.

Skills

Communication skills

Customer service

Organization

Tools

AMS360

Microsoft Office

PL Rater

Job description

Personal Lines Account Manager page is loaded

Personal Lines Account Manager

Apply remote type 2 Days Remote locations US - NH - Manchester time type Full time posted on Posted 30+ Days Ago job requisition id JR994

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Personal Lines Account Manager

Account Managers are primarily responsible for servicing personal lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals.

Duties of an Account Manager include but are not limited to:

• Maintain a Property & Casualty license along with keeping up with Continuing Education.
• Understanding and following the Cross Basic Procedure Manual.

• Understanding and following the Personal Lines Workflow Manual.
• Only using approved Action Codes in AMS 360.
• Following up and completing open suspense’s daily.
• Servicing and selling personal insurance products to prospective and existing clients.
• Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
• Providing quality customer service to existing and prospective clients.
• Proactively retaining accounts when applicable.

• Staying up to date on new insurance products and market/industry trends.
• The ability to understand and analyze insurance coverage and policy forms.
• Strong written, oral and phone communication skills

• Organize, set, and maintain priorities
• Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), and PL Rater.

• Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360.
• Meeting annual sales goal.
• Following up on all ‘Broker of Record’ letters within your assigned book of business.
• Service an average size book of business.

• Perform other duties as assigned.

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